Institutional Ownership Ishares Tr (DVY)
This table provides information about the institutional ownership of Ishares Tr (DVY). We have compiled data on the 1,491 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
12,375
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,280
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,260
shares
|
$1.72 Million
0.04% of portfolio
|
Q2 2025
Reduced 69.48%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
12,254
shares
|
$1.72 Million
0.31% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
12,248
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
12,237
shares
|
$1.72 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
12,156
shares
|
$1.71 Million
2.82% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
12,151
shares
|
$1.71 Million
0.16% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
12,070
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2025
Added 4.77%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
11,947
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
11,893
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
11,885
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.44%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
11,825
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
11,765
shares
|
$1.65 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
11,753
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
11,707
shares
|
$1.65 Million
0.03% of portfolio
|
Q4 2025
Added 18.74%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
11,675
shares
|
$1.64 Million
0.71% of portfolio
|
Q3 2023
Reduced 31.63%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,645
shares
|
$1.64 Million
0.14% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
11,559
shares
|
$1.63 Million
0.25% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
11,545
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
11,533
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
11,520
shares
|
$1.62 Million
0.33% of portfolio
|
Q4 2025
Added 96.72%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
11,495
shares
|
$1.62 Million
0.11% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
11,428
shares
|
$1.61 Million
0.61% of portfolio
|
Q3 2025
Added 156.98%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
11,383
shares
|
$1.6 Million
0.23% of portfolio
|
Q4 2025
Added 6.93%
|
|